Let's move forward. Together.

Our goal is to give you confidence that your financial life is in good hands so that you can spend time focused on the aspects of your life you value most. 

Soundview Wealth Management is a six member wealth management team with over 100 years of combined experience. In 2021, after years of informal collaboration, Zeigler Wealth Management and Soundview Wealth Management formally partnered together, adopting the Soundview Wealth Management name. The combined team is focused on holistic financial planning and customized investment management solutions.

Based in Greenwich, CT, our team makes you the focus of everything we do. Our comprehensive approach starts with understanding the personal needs of your family, your goals, and your objectives. We then incorporate your time horizons, your comfort with risk, and your resources. Only after we have a thorough understanding of these essential elements do we propose a strategy and work with you to implement a well-coordinated financial plan. This plan is then routinely reviewed to ensure it continues to be appropriate as circumstances change over time or as new opportunities arise.  

We understand that managing your financial life can be stressful, so we have developed a process that focuses not just on outcomes, but also on your experience in the process.  Our team distinguishes itself with a focus on building personal connections and delivering the exceptional service and stewardship that you deserve. Our referral based clientele speaks to our success in delivering this. We are dedicated to developing and maintaining long-term relationships, and strive to earn your loyalty through our commitment to you to actively listen, educate, and collaborate.

Charles Zeigler

Senior Vice President–Wealth Management

Financial Advisor

Chuck joined UBS after 25 years as a restaurateur, partnering with his wife, Alison, when she too joined UBS in 2008.  Within both Zeigler Wealth Management and now Soundview Wealth Management, he focuses on portfolio investment and risk management strategies while providing clients access to a full breadth of appropriate investment options.  Chuck and Alison make their home in Greenwich, CT, and in his free time, he enjoys competitive sailboat racing and tennis.   

He earned a BS from the College of Idaho.

 

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • College of Idaho
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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Alison Zeigler

First Vice President–Wealth Management

Financial Advisor

Alison began her career in financial services in 2000, and joined her husband and partner, Chuck Zeigler, at UBS in Greenwich in 2008. Ali is deeply involved in the team's financial planning and client relationships. She earned a B.A. in Comparative Literature from The University of California, Irvine, and completed acting school at the Eugene O'Neill Theatre Center in Waterford, CT. She enjoys reading, interior design, playing tennis, and gardening. Alison and Chuck reside in Greenwich, CT.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • The University of California, Irvine, BA in Comparative Literature
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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Elizabeth Mcdougall

Senior Client Associate

Elizabeth has been with our office since 1990 and has over 30 years of financial services experience. Prior to joining UBS, she held positions in operations including operations manager. She initially joined the team in 2008, and strives to not only provide a superior level of service to clients, but to sustain a strong business relationship with them as well. Among her many responsibilities, she is charged with daily administrative functions, order entry and client communications. Elizabeth holds her series 7 and 66 license. She resides in Stamford, Connecticut, with her husband, Daniel.

Registered States:
  • CT
  • FL
  • NJ
  • NY
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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Benjamin Quick

Senior Vice President–Investments

Financial Advisor

Ben is at the center of all of our financial plans within Soundview Wealth Management and is a Certified Financial Planner. With more than 20 years of wealth management experience, he focuses on creating a comprehensive financial plan specific to your family, your goals, and your objectives.  He graduated from Colgate in 1993, and became a bench chemist at the biotechnology company, Chiron. Ben's interest in the investment process grew during these years of strong biotechnology equity markets. He then spent five years of intensive training at the Quick & Reilly Group in several roles in investment services and management prior to joining UBS in 2001.  Ben resides in Old Greenwich with his wife, Nadja, and their three daughters, Kendall, Brielle, and Giselle. 

Licenses:                                                                                                                                                                                                                                                                    Series 7 - General Securities Representative; Series 3 - National Commodities Futures; Series 4 - Registered Options Principle; Life & Health Insurance Licensed

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Colgate University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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Megan Berendowski

Senior Vice President–Wealth Management

Financial Advisor

Megan joined UBS in 2004 as part of the firm’s Graduate Training Program, a rotational program throughout Wealth Management. After completing the program in 2006, she joined the Institutional Equities Group, working with UBS Investment Bank’s global equity research team to facilitate the investment process for hedge funds, mutual funds, and managed account investment management teams. Within Soundview Wealth Management, she combines her capital markets experience with her wealth management experience to provide comprehensive and tailored solutions. She received a B.S. in Management and International Business from The Pennsylvania State University. She lives in Old Greenwich with her husband, Craig, and their three sons, Austin, Owen, and Logan. 

Licenses:                                                                                                                                                                                                                                                                    Series 7 - General Securities Representative

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • The Pennsylvania State University, B.S. in Management and International Business
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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Bari Kramer

Senior Client Associate

Registered States:
  • CT
  • FL
  • NY
  • RI
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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